Darren
Leader
Simmons Capital Group
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About this Advisor
Darren Leader is a chartered financial analyst operating out of Clifton Park, New York, with 3 years of industry experience. Leader is on the advisory team at Simmons Capital Group. The advisor has gained experience at Simmons Capital Group, Lpl Financial LLC, Purshe Kaplan Sterling Investments and Kickball Productions. Leader maintains a Series 63 license, which qualifies them as a securities broker, and is able to operate in New York and Texas. Simmons Capital Group is a company that has its headquarters in Clifton Park, NY. The company has a total of eight employees. It administers $187 million in total assets across its 1,232 accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises 27 charities and foundations. Of its 1,232 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fees billed by Simmons Capital Group can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Simmons Capital Group Brokerage Details
$186,702,179
8
1,232
$151,544
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Darren Leader Work History
Darren has been registered as a financial advisor for 3 years.*
Simmons Capital Group
Purshe Kaplan Sterling Investments
Lpl Financial LLC
Kickball Productions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darren Leader to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Simmons Capital Group
Clifton Park, NY
Clifton Park, NY
Clifton Park, NY
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